+25.9%
CROX vs VT
+77.5%
-51.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -3.8% | +0.4% | -4.3% | -4.4% |
| 30D | -14.4% | +1.0% | -15.4% | -15.5% |
| 3M | -3.3% | +2.4% | -5.7% | -6.4% |
| 6M | +40.6% | +12.0% | +28.6% | +20.9% |
| YTD | +37.4% | +15.3% | +22.1% | +12.8% |
| 1Y | +32.0% | +22.6% | +9.4% | -0.9% |
| All | +25.9% | +77.5% | -51.6% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling